Recent Analyst Ratings: Delta Air Lines (DAL) has been in the spotlight on X following a wave of positive analyst coverage. BMO Capital recently initiated coverage with an 'Outperform' rating and a price target of $80, sparking discussions about the stock's potential. Many users on X are echoing this optimism, pointing to strong projected cash flow and industry rankings for 2026.
Demand and Challenges: Posts on X also highlight Delta's recent statements about healthy December-quarter demand and strong early-2026 booking trends, despite a temporary slowdown tied to a government shutdown. Some discussions note a $200 million loss from the shutdown, yet sentiment remains buoyed by expectations of recovery. Rising fuel prices and labor shortages are mentioned as ongoing hurdles for the airline sector.
Note: This discussion summary was generated from an AI condensation of post data.
Delta Air Lines Insider Trading Activity
Delta Air Lines insiders have traded $DAL stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $DAL stock by insiders over the last 6 months:
- ALAIN BELLEMARE (EVP & Pres. - International) has made 0 purchases and 2 sales selling 45,423 shares for an estimated $2,523,683.
- EDWARD H BASTIAN (Chief Executive Officer) sold 35,000 shares for an estimated $1,969,974
- JOHN E LAUGHTER (EVP & Chief of Operations) sold 23,323 shares for an estimated $1,453,652
- STEVEN M SEAR (EVP - Global Sales & Distrib) sold 18,000 shares for an estimated $1,007,352
- PETER W CARTER (EVP - External Affairs) sold 17,550 shares for an estimated $1,003,684
- WILLIAM C CARROLL (SVP, Fin & Controller) sold 14,010 shares for an estimated $858,070
- GLEN W HAUENSTEIN (President) sold 10,000 shares for an estimated $613,070
- MICHAEL P HUERTA sold 2,500 shares for an estimated $151,762
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Delta Air Lines Revenue
Delta Air Lines had revenues of $16.7B in Q3 2025. This is an increase of 6.35% from the same period in the prior year.
You can track DAL financials on Quiver Quantitative's DAL stock page.
Delta Air Lines Congressional Stock Trading
Members of Congress have traded $DAL stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $DAL stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 2 purchases worth up to $30,000 on 10/30, 06/17 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Delta Air Lines Hedge Fund Activity
We have seen 629 institutional investors add shares of Delta Air Lines stock to their portfolio, and 584 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 9,604,249 shares (+96.3%) to their portfolio in Q3 2025, for an estimated $545,041,130
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 7,856,120 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $445,834,810
- PACER ADVISORS, INC. removed 3,937,777 shares (-96.1%) from their portfolio in Q3 2025, for an estimated $223,468,844
- JANE STREET GROUP, LLC added 3,504,131 shares (+5972.1%) to their portfolio in Q3 2025, for an estimated $198,859,434
- THRIVENT FINANCIAL FOR LUTHERANS added 2,541,772 shares (+2517.0%) to their portfolio in Q3 2025, for an estimated $144,245,561
- WELLINGTON MANAGEMENT GROUP LLP added 2,058,744 shares (+54.8%) to their portfolio in Q3 2025, for an estimated $116,833,722
- SILVERCREST ASSET MANAGEMENT GROUP LLC removed 2,029,934 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $115,198,754
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Delta Air Lines Government Contracts
We have seen $7,663,506 of award payments to $DAL over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- CIVIL RESERVE AIR FLEET - AIR TRANSPORTATION SERVICES: $1,000,000
- CIVIL RESERVE AIR FLEET - AIR TRANSPORTATION SERVICES: $714,212
- CIVIL RESERVE AIR FLEET - AIR TRANSPORTATION SERVICES: $610,359
- CIVIL RESERVE AIR FLEET - AIR TRANSPORTATION SERVICES: $552,999
- IGF:OT:IGF DOMESTIC CHARTER - AIR TRANSPORTATION SERVICES: $505,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Delta Air Lines Analyst Ratings
Wall Street analysts have issued reports on $DAL in the last several months. We have seen 12 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BMO Capital issued a "Outperform" rating on 12/09/2025
- B of A Securities issued a "Buy" rating on 10/15/2025
- Bernstein issued a "Outperform" rating on 10/10/2025
- UBS issued a "Buy" rating on 10/10/2025
- Deutsche Bank issued a "Buy" rating on 10/10/2025
- Susquehanna issued a "Positive" rating on 10/10/2025
- Raymond James issued a "Strong Buy" rating on 10/10/2025
To track analyst ratings and price targets for Delta Air Lines, check out Quiver Quantitative's $DAL forecast page.
Delta Air Lines Price Targets
Multiple analysts have issued price targets for $DAL recently. We have seen 14 analysts offer price targets for $DAL in the last 6 months, with a median target of $74.0.
Here are some recent targets:
- Michael Goldie from BMO Capital set a target price of $80.0 on 12/09/2025
- John Godyn from Citigroup set a target price of $77.0 on 12/04/2025
- Andrew Didora from B of A Securities set a target price of $74.0 on 10/15/2025
- David Vernon from Bernstein set a target price of $74.0 on 10/10/2025
- Thomas Wadewitz from UBS set a target price of $75.0 on 10/10/2025
- Michael Linenberg from Deutsche Bank set a target price of $72.0 on 10/10/2025
- Christopher Stathoulopoulos from Susquehanna set a target price of $70.0 on 10/10/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
